cmcreynolds
Active Member
- Joined
- May 21, 2015
- Messages
- 295
Hello ye helpful people!
A new task has been given to me and I am to complete it in Access only (with a final output to Excel). I can conceive of what to do if I could use Power Query, but I am not able to right now in my position. Here's my problem and I'll save my "powerquery" comparison for later, if it would even help at all.
Every day I'm pulling from our database a list of all the calls logged into our customer service center from the day before. We are going to be sending out a survey every day asking about their experience. HOWEVER, we don't want to send out a survey to anyone who has called twice in the past 7 days. (We have member IDs and I use those as unique identifiers for those who call in.)
Right now, my Access query grabs yesterday's data and I append it to table (as opposed to making a table for every day?).
How can I pull the data, check that a person hasn't already received a survey in the past 7 days, and output an Excel spreadsheet to go to our survey vendor?
Thoughts?
Thank you so much.
A new task has been given to me and I am to complete it in Access only (with a final output to Excel). I can conceive of what to do if I could use Power Query, but I am not able to right now in my position. Here's my problem and I'll save my "powerquery" comparison for later, if it would even help at all.
Every day I'm pulling from our database a list of all the calls logged into our customer service center from the day before. We are going to be sending out a survey every day asking about their experience. HOWEVER, we don't want to send out a survey to anyone who has called twice in the past 7 days. (We have member IDs and I use those as unique identifiers for those who call in.)
Right now, my Access query grabs yesterday's data and I append it to table (as opposed to making a table for every day?).
How can I pull the data, check that a person hasn't already received a survey in the past 7 days, and output an Excel spreadsheet to go to our survey vendor?
Thoughts?
Thank you so much.